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iShares FTSE KLD 400 Social Idx shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $21k 200 103.85

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T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
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Amazon.com Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
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Schwab Value Advantage Money Investor Sh Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx